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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Spotlight Asset Group
Oakbrook Terrace,
Illinois
| USD 266 M | -USD 2.82 M | -1% | 7.25% | – | 156 | 26.28% | 0.9 |
|
| 3852 |
3852
Clean Yield Group
Norwich,
Vermont
| USD 266 M | -USD 12.4 M | -4% | 5.5% | 80.7% | 421 | 65.32% | 4.4 |
|
| 3853 |
3853
Clare Market Investments
Dallas,
Texas
| USD 266 M | +USD 26.7 M | +11% | 7.07% | – | 142 | 30.28% | 1 |
|
| 3854 |
3854
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 266 M | +USD 13.3 M | +5% | 8.32% | 74% | 73 | 5.48% | 4.1 |
|
| 3855 |
3855
Broadleaf Partners
Hudson,
Ohio
| USD 266 M | +USD 12.2 M | +5% | 2.1% | 180% | 72 | 8.33% | 2.2 |
|
| 3856 |
3856
Octagon Capital Advisors
New York
| USD 265 M | -USD 23 M | -8% | 4.48% | 2,969% | 38 | 44.74% | 0.2 |
|
| 3857 |
3857
Investors Research Corp
Atlanta,
Georgia
| USD 265 M | +USD 11.4 M | +4% | 14.6% | 62.1% | 1,124 | 13.43% | 2 |
|
| 3858 |
3858
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 265 M | -USD 7.6 M | -3% | 3.02% | 88% | 52 | 15.38% | 2.6 |
|
| 3859 |
3859
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| USD 265 M | +USD 71.3 M | +37% | 0.86% | 83.8% | 88 | 14.77% | 1.5 |
|
| 3860 |
3860
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 265 M | +USD 11.3 M | +4% | 2.06% | 43.4% | 66 | 4.55% | 2.9 |
|
| 3861 |
3861
Beck Capital Management
Austin,
Texas
| USD 265 M | +USD 24.3 M | +10% | 13.3% | 291% | 131 | 30.53% | 0.9 |
|
| 3862 |
3862
AJU IB Investment Company
Seoul,
South Korea
| USD 265 M | +USD 848 k | +0.3% | 13.2% | – | 11 | 0% | 0.3 |
|
| 3863 |
3863
Thomas Story & Son
Culver,
Indiana
| USD 265 M | +USD 18.7 M | +8% | 9.78% | 101% | 67 | 4.48% | 4.2 |
|
| 3864 |
LCP
3864
Legacy Capital Partners
Milwaukee,
Wisconsin
| USD 265 M | +USD 9.7 M | +4% | 5.34% | 85.6% | 145 | 12.41% | 4.6 |
|
| 3865 |
3865
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 265 M | +USD 36.3 M | +16% | 16.7% | 95.4% | 31 | 6.45% | 4.6 |
|
| 3866 |
3866
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 265 M | – | – | 3.2% | 46.1% | 37 | – | 0 |
|
| 3867 |
3867
Day & Ennis
Macon,
Georgia
| USD 265 M | +USD 13.1 M | +5% | 3.06% | 15.2% | 119 | 9.24% | 2.6 |
|
| 3868 |
SCP
3868
Syntal Capital Partners
Midland,
Texas
| USD 265 M | -USD 529 M | -67% | 11.3% | 102% | 162 | 61.11% | 1.2 |
|
| 3869 |
3869
NKCFO LLC
Geneva,
Illinois
| USD 265 M | +USD 12.2 M | +5% | 5.26% | 237% | 160 | 58.13% | 0.5 |
|
| 3870 |
3870
Cowen Prime Advisors
New York
| USD 264 M | +USD 38.8 M | +17% | 26.7% | 116% | 183 | 11.48% | 4.2 |
|
| 3871 |
LFM
3871
Lumina Fund Management
New York
| USD 264 M | +USD 22.9 M | +9% | 4.99% | 28.1% | 33 | 12.12% | 2 |
|
| 3872 |
KS
3872
Karpas Strategies
Litchfield,
Connecticut
| USD 264 M | +USD 8.96 M | +4% | 10.6% | 16.1% | 129 | 19.38% | 5.8 |
|
| 3873 |
3873
Laffer Tengler Investments
Nashville,
Tennessee
| USD 264 M | +USD 27.1 M | +11% | 7.18% | 96.5% | 359 | 22.84% | 1 |
|
| 3874 |
3874
NinePointTwo Capital
Los Angeles,
California
| USD 264 M | +USD 18.5 M | +8% | 3.49% | 1.62% | 61 | 14.75% | 0.2 |
|
| 3875 |
3875
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| USD 264 M | +USD 22.8 M | +9% | 9.43% | 76.5% | 102 | 10.78% | 3.6 |
|